Altus Strategies Share Discussion Threads

[kaos3] 14/12/2021 09:18

this is the first one referencing & advertising shareholder base (no 400 No though... might find it later as I "owe" you knowledge) ... PS hard to find 10sec out of long hours of recorded material

at 2:50 min



EDIT: reference 400 was out of my memory - I can not find it either - skipping videos fast forward .... he frequently mentions the structure of the shareholder base thou and its perceived quality and their own skin in the game .... one can not stress that enough

[kaos3] 14/12/2021 09:05

just for you I might find the interview .... lots of listening to do ... I got it several times

[spangle93] 14/12/2021 08:59

I can't find reference to 400, kaos

But if you kept adding several 0's to the end of the 4, then eventually I'd be included

[kaos3] 14/12/2021 08:51

does anyone know 400 wealthy individual investors that are frequently mentioned?

meaning - smart money likes us? is that you HD, Spangle, Plasy, Deacon ...

I (a poor slovenian jester) invest here because of 400 more clever and rich people than me ... as I am implicitly guided by the BOD by this info....

if they are investing - I must too

[kaos3] 14/12/2021 08:10

I like them ... as I think I know the cat....

they "gave away" into better hands Morocco - for all to profit .... I really liked those Atlas license. partnering

now they are concentrating on rather more important and much bigger financial mining, sori royalties investing - which the big name sellers are ready to sell to them. why getting dirty by actual prospecting and mining anyway

quite some long journey from Mali gold digging in a short period of time

next fin deal will be the big la mancha short term loan reorganization - a good surf ride again

[spangle93] 14/12/2021 08:03

I was mulling over the "company strategy" statement

It is intended that the Company will retain profits for reinvestment into attractive and value accretive transactions, to assist the Company in achieving the appropriate scale and cashflow to support a sustainable, long-term dividend. Payment of dividends on the Ordinary Shares will be at the discretion of the Board and will depend upon the Company's future earnings


Actually, they don't use profits for reinvestment, they just raise funds at a lower share price each time.

And any likelihood of a dividend seems far, far away

[kaos3] 14/12/2021 07:46

I adore ALS brilliance in investing a lot of cash to get among other...

quote:

"provides Altus with immediate cash flow..."

cash back

[kaos3] 14/12/2021 07:44

exactly - very keen professional experts figured it out to be so

[spangle93] 14/12/2021 07:42

It must be really good, as they've managed a placing at ONLY a 15% discount to the closing price last night.

[kaos3] 14/12/2021 04:41

who would be alone - if one can share and cooperate....

always with "partners" ready to help. excellent. Partner in la mancha. partners in royalties. community must respect ALS hugely. happy to lend, sell, partner. such stall warts like the latest seller(s) are happy to sell to ALS. they see no use of royalties - so they sold to ALS. and ALS is taking on the opportunity to buy. what a happy world that is.

[kaos3] 14/12/2021 04:25

No surprise there . Time to reload. Poor small loyal investors. Will happen again probably. As anticipated from the day 1

[plasybryn] 13/12/2021 23:11

The price at which the Fundraise Shares are to be issued has been set at 53.5p / C$ 0.90 per Fundraise Share.

[the deacon] 13/12/2021 17:00

Trading halted on the TSXV pending news

[grupo guitarlumber] 09/12/2021 12:28

Alstom SA and Hitachi Ltd have won a contract to build and maintain high speed trains in the U.K. for almost 2 billion pounds, or around $2.6 billion, the French train maker said Thursday.

The GBP1.97 billion contract, which was signed through the Hitachi-Alstom High Speed joint venture, is for the first phase of High Speed 2, a project to build a new high-speed railway in the country.

The two companies will provide building, design and maintenance of the trains, and their commitment also includes an initial 12-year maintenance contract, Alstom said.

The company said that the contract with High Speed 2 is expected to create more than 2,500 jobs, plus a further 2,000 indirect jobs to be created elsewhere in the U.K. economy.



Write to Cecilia Butini at [e-mail]



(END) Dow Jones Newswires

December 09, 2021 06:40 ET (11:40 GMT)

[gb904150] 23/11/2021 09:33

My favourite way of thinking about royalty companies is that you get to buy the companies who negotiated deals at yesterday's prices.

So when thinking about companies like ALS/TRR/APF....the deals they locked in might have been from several years ago with weaker metals prices and when projects were earlier on with more risk. Ideally at a time when finance was hard to come by and so the royalty co. managed to get a good deal.

But the cashflow you own is in the future when metal prices are (hopefully) and once projects have come on stream.

[robertstronghand] 23/11/2021 09:21

Good election results in Chile, removed most of the risk on the Caserones stream.

[the deacon] 22/11/2021 09:14

I think UK investors are slowly starting to understand the benefits of investing in royalty companies. Project generators are a different kettle of fish, however - and the vast majority of UK punters (AIM especially) dont understand the concept, or certainly don't have the patience and inclination to look at something on a multi year timeframe

[spangle93] 22/11/2021 08:46

Thanks GB904150.

Your last paragraph probably sums it up for me, which is why I suggested it would be helpful if someone, like Poulson, who does have in depth knowledge, would actually step up to give more detail on how it benefits us.

It's possible that LSE investors don't really "get" royalty companies. CDL is another junior that struggles to get traction.

However, in the time since my last post, I have learned how to spell "Musasa", and can report that indeed it's mentioned on Google after all. ;-) But progress to production seems stalled due to CoVid restrictions at present

[robertstronghand] 22/11/2021 08:46

Presumably BHP or Rio weren't interested in Aterian. People have to remember this isn't a mining company, they are a royalty and project generator.

[gb904150] 22/11/2021 08:33

Spangle, that's one way of describing it.....and probably not far off.

On a more optimistic view they've disposed of assets that weren't ascribed any value within ALS because not much was happening with them, recouped £250k of historical spend, taken a 25% stake (with option to go to 35%) in a new listed business who say they will do something with them and retained NSR's over existing and future deposits.

The alternative would have been for ALS to continue to sit on them and not much happen with them.

So instead of having 100% of something that nothing was happening with.

We now have 25% + 10% + NSR's of something that somebody might do something with.

Only those with in depth knowledge of the assets really know which is the better route but I'm happy enough with the deal. As I say, it's not as though they were ascribed any value within ALS's £56m mcap.

[robertstronghand] 22/11/2021 08:28

Happy with that, retain the NSR and gain some new ones in Rwanda, looks like Musasa will be generating revenue shortly, if it isn't already. Hopefully Eastinco are the right company to advance those projects. Priority must be the gold in Egypt, Mali and the build out of the portfolio of already paying Royalties.

[kaos3] 22/11/2021 08:01

wow - I couldnt say it so poetically well

but I like it a lot

[spangle93] 22/11/2021 07:53

I think a piece to camera is long overdue -

I know i'm ignorant of mining valuations but it reads like "we've just disposed of part of our portfolio which no-one could value for a sum based on repayment of past costs, future production revenue from areas that in some cases haven't yet been explored, someone else share price when they haven't even listed, and a slice of future production from a mine that doesn't exist on Google."

[kaos3] 22/11/2021 07:42

T do not get this one ...

A 2.5% NSR royalty on any new licences (each an "Additional 2.5% NSR") granted to Aterian within three months of Completion. Eastinco will retain an option to repurchase up to 1% of each Additional 2.5%.........

Additional 2,5 % ......

meaning 5 % NSR or more ???

and so on down the RNS

seems a lot of a burden....

first time I see "additional NSR" - and in such high numbers

[kaos3] 22/11/2021 07:35

ALS BOD is at its best .....

superb